California Campaign · Tier 2 · Life-Event
Compliance-managed

Probate

Patient help with the property side, whenever the family is ready.

A grief-aware campaign for executors and heirs handling a California property. When the time comes, there are two straightforward paths — sell it as-is, or prepare it for market — and you're there to explain both without hurrying anyone.

Included with membership

Who this reaches

The homeowner signal behind it.

Executors, personal representatives, and heirs connected to a California property moving through probate. Many are managing this from a distance while grieving, and the house is one item on a very long list.

Everyone on the list is a real household in your market, reached in plain language. We describe the situation, never a person's private business.

How we help you run it

Done for you, under your name.

Step 1

Sourced and DNC-scrubbed

We build the list for your market from public and permissioned signals, then scrub it against Do Not Call and suppression rules before a single message goes out.

Step 2

Multichannel outreach through your CRM

Text, email, voicemail, and optional print run on a cadence inside your own CRM — under your name, with your license ID on first-contact material.

Step 3

Handoff when they engage

The moment someone replies or books, the sequence pauses and the conversation lands in your inbox with the full history attached. You take it from there.

The angle

What the message says.

Every word is reviewed before it ships. The offer is information and licensed real estate services — nothing more is promised.

A short, kind introduction: no pitch, a plain overview of what typically happens with the property, and an open offer to answer questions whenever they're ready. Follow-up is spaced out and easy to pause at any time.

  • · Identifies you by name, brokerage, and license ID on first contact
  • · Equal Housing on every piece
  • · Clear opt-out in every message
Why it works in California

Built for this market.

California probate timelines and court-confirmation practices shape what can happen with the property and when. Knowing that calendar lets you be useful instead of premature.

FAQ

Questions agents ask first.

How often does the campaign reach out?+
Deliberately slowly. The cadence is spaced over months, and a single reply moves someone to your personal follow-up instead of the sequence.
Can I advise on the legal process?+
No. The training draws a clear line: you speak to property, value, and preparation, and everything else goes to their attorney.

Run Probate in your market.

Tell us where you work. We'll set the campaign up in your account and confirm your launch window.

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By submitting, you agree to receive calls and texts about your request. Consent is not a condition of purchase.

This niche unlocks after a required short training. Templates include locked disclosure language, and your brokerage reviews and approves access.

Campaign availability varies by market, data availability, and applicable California compliance requirements. Examples shown are illustrative.